Prioritize Records with Third-Party Scores in Work Queue

Set up sales reps to filter their work queues with custom number fields derived from third-party scores. Reps can focus on the prospect records that need their attention most: person accounts, contacts, and leads.

Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available as an add-on for Enterprise, Performance, and Unlimited editions.

Why: Sales reps have more control over their work queues. To order by custom fields, click the Sorted by link, and then choose a custom field to order by.

High Velocity Sales work queue showing a custom lead score being used to sort the queue

How: From the High Velocity Sales setup, click Edit next to the object you want to add a custom field for. Next to the object’s custom score field, choose the appropriate custom number field. The field displays in the sales rep’s work queue and can be used to sort sales cadences. For person accounts, configure custom number fields in the object management settings for contacts.

High velocity sales setup screen, showing lead custom scores in the Configure Lead section